Client Service Representative Houston, TX

Houston, MS - USA

Monthly Salary: $ 60 - 70

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

Client Service Representative

LKJ Financial is a fast-growing financial planning firm in Houston TX that prides itself on delivering an outstanding client experience from the very first interaction. We are looking for a highly organized process-driven Client Service Representative who will own the new business and onboarding workflow ensuring all client applications transfers and account setups move forward cleanly and efficiently.

This role is ideal for someone who thrives in a detail-heavy environment communicates clearly with both clients and teammates and understands the nuances of annuity insurance and investment account processing. You will play a central part in creating a positive confidence-building experience for our clients.

What Success Looks Like in This Role:

Clients feel informed cared for and confident throughout the onboarding process
Advisors experience smooth hand-offs with minimal rework
Pending business moves quickly because follow-up is proactive and persistent
Applications and transfers go through cleanly with low NIGO rates
CRM and trackers are always accurate and up to date
You anticipate next steps and solve issues before they become problems

Minimum Requirements:

5 years of experience in processing new business paperwork in a financial office
Strong understanding of securities paperwork annuity and life insurance paperwork transfers and processing
Familiarity with brokerage advisory life insurance and tax-qualified vs non-qualified accounts
Excel proficiency and strong overall computer skills
Redtail CRM experience preferred
Clear concise verbal and written communication skills
Ability to work independently and anticipate next steps

This position requires that you possess the following skills:

High attention to detail and accuracy
Strong follow-through and a commitment to finishing tasks without loose ends
Process-minded able to follow and improve workflows
Ability to juggle multiple cases without dropping details
Ability to work with important paperwork and troubleshoot when needed
Client-first mindset with warm professional communication
Ability to collaborate with advisors and operational teammates in a fast-moving environment

Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we providing excellent client service you will:

Prepare and submit new account applications and transfer paperwork ensuring accuracy and good order
Monitor pending business daily and proactively follow up with carriers custodians and transfer companies
Troubleshoot Not in Good Order issues and resolve them quickly
Keep trackers and our CRM updated so advisors and the team always have current information
Provide timely updates and serve as a reliable point of contact for clients throughout the process
Coordinate signatures through DocuSign and assist clients with basic technical questions
Handle incoming service calls related to new business and support handoffs between advisors and operations
Identify workflow bottlenecks and recommend improvements when needed
Support compliance requirements related to documentation and recordkeeping
Additional duties and responsibilities as required by management

Salary:

$60k - $70k based on experience

Benefits:

Group medical dental and vision insurance with the firm paying a portion of the premiums
Group life insurance firm pays 100% of the premium
Group long and short-term disability firm pays 100% of the premium
401(k) with employer match
Profit-Sharing eligibility
Competitive PTO
Flex time program
Paid Holidays

Hours:

In office: Monday-Friday 8:30am-4:30pm or 9:00am-5:00pm
May be required to attend up to 2 evening client events a month

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Unclear Seniority

Client Service RepresentativeLKJ Financial is a fast-growing financial planning firm in Houston TX that prides itself on delivering an outstanding client experience from the very first interaction. We are looking for a highly organized process-driven Client Service Representative who will own the ne...